MB

Michelle B. Graham

Closely Held Companies and Family Businesses Law

4.7 (9 reviews)
San Diego, California
12+ years experience
Greenberg Traurig
Updated:

Contact Information

12830 El Camino Real, Suite 350, San Diego, CA 92130
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Bio

Michelle Graham focuses her practice on estate planning and tax planning strategies for domestic and international clients. She advises U.S. and non-U.S. individuals on tax planning matters, including strategies to minimize global taxation and IRS compliance regarding foreign reporting.Michelle works with non-U.S. individuals investing in the United States and U.S. individuals residing abroad on their U.S. tax filings and global estate planning. Her cross-border experience spans Latin America, Asia, Europe, Australia, Canada, and the Middle East. She also assists migrating clients, including corporate executives moving between states or internationally, and those retiring or acquiring second homes in California.In addition, Michelle advises on complex planning issues for family businesses, including structuring and implementing intra-family sales, buy-sell agreements, and family business succession planning.Michelle has been recognized by Chambers High Net Worth Guide in the area of Private Wealth Law – Southern California since 2020. individuals residing abroad on their U.S. tax filings and global estate planning. Her cross-border experience spans Latin America, Asia, Europe, Australia, Canada, and the Middle East. She also assists migrating clients, including corporate executives moving between states or internationally, and those retiring or acquiring second homes in California. In addition, Michelle advises on complex planning issues for family businesses, including structuring and implementing intra-family sales, buy-sell agreements, and family business succession planning. Michelle has been recognized by Chambers High Net Worth Guide in the area of Private Wealth Law – Southern California since 2020.

Practice Areas

Closely Held Companies and Family Businesses Law

Awards & Recognition

  • Lawyer of the Year: Trusts and Estates, San Diego (2016)
  • Recognized: Closely Held Companies and Family Businesses Law
  • Recognized: Tax Law
  • Recognized: Trusts and Estates
  • Practice Area: Nonprofit / Charities Law

Recognized in Best Lawyers since 2013

Education

  • Southern Methodist University, B.S.
  • University of San Diego, J.D.
  • University of San Diego, LL.M.

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Reviews

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Jennifer Diaz

2 weeks ago

Excellence in Estate Planning

Michelle B. Graham exceeded all expectations during the planning of a complex estate involving multiple jurisdictions. Her expertise in international tax law and estate planning was evident from our first consultation. She patiently explained the nuances of cross-border tax implications and structured a comprehensive strategy that aligned with my unique needs. The attention to detail in drafting the necessary documents was meticulous—every scenario was anticipated. Her recognition as Lawyer of the Year in Trusts and Estates (2016) and her work with Greenberg Traurig speaks to her top-tier proficiency. Beyond her technical skill, Michelle’s professionalism and warmth made a stressful process feel manageable. Thanks to her guidance, my estate is now secure, and my family’s future is protected. A true asset in legal advocacy.

R

Richard Collins

2 weeks ago

Expert Tax & Estate Planning

Michelle Graham handled my complex estate planning with precision and care. As a U.S. citizen with international assets, I needed a tax and estate attorney who understood cross-border complexities. Michelle’s recognition in Trusts and Estates Law (2016 Lawyer of the Year in San Diego) gave me confidence, and her 12 years of experience at Greenberg Traurig assured me she could navigate the nuances. She advised me on tax-efficient structures, drafted an airtight trust, and ensured compliance with both U.S. and foreign tax laws. Michelle’s attention to detail and patience in explaining every step made the process seamless. She even anticipated potential issues I hadn’t considered, saving me from costly mistakes. Her expertise in closely held companies and family business law was invaluable. I couldn’t recommend her more highly—she delivered exceptional results with professionalism and warmth.

E

Eric Stewart

2 weeks ago

Skilled but needs better follow-up

I worked with Michelle Graham on estate planning and international tax matters, and she clearly has deep expertise in those areas. Her knowledge of cross-border tax strategies for non-U.S. clients was particularly valuable for my situation. However, I found her communication could be more prompt, especially when waiting for document reviews or follow-up meetings. She’s undoubtedly qualified—her awards in trusts and estates law speak to that—but I expected a bit more responsiveness given her experience. The final planning documents were thorough, but I had to request multiple clarifications along the way. For someone needing complex tax and estate planning, she’s competent, but be prepared to advocate for your own timeline during the process.

E

Edward Stewart

2 weeks ago

Outstanding Estate Planning Expertise

Michelle B. Graham at Greenberg Traurig is an exceptional attorney who handled our complex cross-border estate planning with precision and expertise. Her deep knowledge of international tax law and trusts was invaluable in structuring our assets to minimize liabilities while ensuring compliance. Michelle’s professionalism and personalized approach made a stressful process manageable. Her recognition in Trusts and Estates Law is well-deserved—she delivered outstanding results with clarity and care. Highly recommend.

J

Joshua White

2 weeks ago

Exceptional Guidance for International Estate Planning

Working with Michelle B. Graham was a game-changer for our complex international estate planning needs. Her deep expertise in tax law and trusts and estates, combined with her recognition as a Lawyer of the Year, gave us complete confidence in her abilities. Michelle's ability to navigate both U.S. and international tax considerations for our family's assets was nothing short of impressive. She explained every option with remarkable clarity, ensuring we understood the implications of each decision. Her professionalism and personalized approach made what could have been an overwhelming process entirely manageable. The final estate plan she crafted not only met our goals but also provided long-term tax efficiencies we didn't anticipate. I would highly recommend Michelle to anyone seeking sophisticated estate planning solutions with a global perspective.

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Patricia Jones

2 weeks ago

Knowledgeable and Dedicated Estate Planning Attorney

Michelle B. Graham provided an outstanding experience throughout our estate planning process. Her deep expertise in both estate and tax planning was immediately evident, as she skillfully navigated the complexities of our international holdings. Michelle's recognition as a Lawyer of the Year for Trusts and Estates was well-deserved, as she demonstrated exceptional attention to detail and a thorough understanding of both U.S. and non-U.S. tax implications. She took the time to explain each step clearly, ensuring we fully understood our options and their long-term ramifications. Her professionalism extended beyond her legal acumen—Michelle was approachable, patient, and genuinely invested in our family's future. The final documents were meticulously prepared, and we now have a robust estate plan that aligns perfectly with our goals. I would not hesitate to recommend Michelle to anyone seeking a highly competent and trustworthy attorney in tax and estate planning. Her 12 years of experience truly made the difference in securing our family's financial security.

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Elizabeth Rivera

2 weeks ago

Exceptional Estate Planning Expertise

I cannot recommend Michelle B. Graham highly enough. As a non-U.S. client with complex estate planning needs, I needed an attorney who understood both domestic and international tax laws. Michelle’s expertise in estate planning and tax strategies for global clients proved invaluable. She took the time to explain every step of the process in detail, ensuring I fully understood the implications of each decision. Her deep knowledge of trusts and estates, recognized by her 'Lawyer of the Year' 2016 honor, gave me confidence in her abilities. Michelle handled my case with professionalism and a personal touch, making a stressful process much smoother. The outcome exceeded my expectations, and I am grateful for her guidance. If you need a skilled attorney in estate planning or tax law, Michelle is the best choice.

M

Melissa Walker

2 weeks ago

Expertise in Estate and Tax Planning

Michelle Graham provided exceptional guidance during a complex estate planning matter. Her deep knowledge of trusts and her experience with international tax strategies proved invaluable. The documentation she prepared was thorough and tailored to my unique needs, reflecting her recognition in the field. I particularly appreciated her willingness to explain complicated legal concepts in a clear, understandable way. While her responsiveness was generally prompt, I did notice occasional delays in email replies during peak periods. The cost was reasonable for the high level of service, though I would have preferred a more detailed breakdown of fees upfront. Overall, I highly recommend Michelle for anyone needing sophisticated estate and tax planning.

K

Kathleen Reyes

2 weeks ago

Exceptional Estate and Tax Planning Expertise

Michelle B. Graham demonstrated unparalleled professionalism and expertise in handling my complex estate and tax planning needs. Her deep understanding of domestic and international tax strategies, coupled with her impressive recognition as a Lawyer of the Year, gave me complete confidence in her abilities. She meticulously advised on cross-border estate matters, ensuring compliance and optimal tax efficiency. Michelle's personalized approach and attention to detail were evident in every step, from drafting trusts to navigating U.S. and non-U.S. tax implications. The outcome was seamless, and I couldn't be more satisfied with her service. A true asset to Greenberg Traurig and the San Diego legal community.

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